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32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list

1. UBS has 32 advisor teams ranked in Forbes' Best-in-State list. 2. Family Office Partners ranked #1 in Tennessee, showcasing client dedication. 3. The 2025 list features over 5,300 teams managing $7 trillion. 4. Recognized teams contribute to UBS's reputation and client trust. 5. Ranking reflects qualitative and quantitative performance metrics.

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Why Bullish?

Quality ratings enhance UBS's image, similar to recognized firms boosting stock confidence.

How important is it?

Being recognized by Forbes may attract new clients and investments.

Why Long Term?

Sustained recognition can solidify UBS’s market position over time.

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UBSCS
ATLANTA--(BUSINESS WIRE)--UBS today announced that 32 advisor teams in the firm’s South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “These advisors are extremely dedicated to serving client needs and we congratulate each of them for this impressive professional recognition,” said Greg Achten, South Market Executive at UBS. Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list. The advisor teams named to the list are: Family Office Partners (Nashville, TN): Kent Kirby, Dominic Calvani, Benjamin Walker The Wallace Group (Nashville, TN): Mimi Wallace, Gordon Brewer, Brian Silkwood, Seth Huber Parham | Deidiker Family Wealth Advisors (Nashville, TN): Jana Lisle Parham, Nick Deidiker Core Wealth Management (Chattanooga, TN): Steve Gatlin, Shane Unsworth, George Menham The Vantage Point Financial Group (Chattanooga, TN): Scott McDonald, Tom Eddy, Jeffery Wiese, Peterson Hostetler Union Square Group (Chattanooga, TN): George Skonberg, Douglas Brown, Darrin Wall Mountain City Financial Group (Chattanooga, TN): Joseph J. Romanchik The Cronan Hudson Group (Chattanooga, TN): Jeff Cronan, David Hudson GDA Financial Group (Franklin, TN): Austin L. Greer, James A. Austin III WLP Financial Group (Johnson City, TN): David Paduch, Brandon Linton, Mitchell Tuell, DJ Swatzell Cameron, Oakes & Associates (Knoxville, TN): Christopher S. Cameron, Jonathan A. Oakes, Joshua R. Carter Clarity Wealth Partners (Knoxville, TN): Scott M. Rhea, John Thomas Wages Wilson Wealth Management (Knoxville, TN): Russ Wilson, Bill Wages Stamper, Zion & Associates (Knoxville, TN): W. Todd Stamper, Brett Christopher Zion Vanderslice Edmundson Wealth Management (Memphis, TN): Brenda Vanderslice Matthews Kiersky Wealth Consulting Services (Memphis, TN): Michael Matthews, Elliot Kiersky Wilfong Meyer Gage Group (Memphis, TN): John E. Wilfong, Keri Ticer Gage, S. Ryan Viner, Darrell Smith OakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin Haynes, Kevin Townsend King, Peter Stephen Knoop II, Daniel Dean Harbor View Wealth Management (Atlanta, GA): Daniel Emerson, Angelo Esposito, James Malatos, Scott Emerson, David Randall, Kyle Hammond One Wealth Consulting Services (Atlanta, GA): Kristi Thelen, Ginger Jackson, Katie Bachmann Trillium Partners (Atlanta, GA): Harris Gignilliat, Laura Wellon, Langley Respess Zager Wealth Management (Atlanta, GA): Andy Zager APEX Wealth Management (Atlanta, GA): Adam Thomas, Mike Hennessy, Brandon Brown, Brandon Reynolds Compass Financial Advisors (Atlanta, GA): Robert Goldstein, Amanda Levi Goldstein, Brian David, Todd Kennedy, Ernie Moncrieff Paragon Wealth Management (Atlanta, GA): Angela Calvin, David Kusiel, Cromwell Baun, Jeffrey Lapp, Hugh Stephenson The LeDoyen Price Group (Atlanta, GA): Vandyke Price, Jon LeDoyen, Jeremy Mykulak Key Partners (Atlanta, GA): Tim Dod, Brad Roberts, Brent Lane, Justin Pugh The Exit Planning and Wealth Consulting Group (Lafayette, LA): Ben Domingue, Travis Frayard, Shawna Prejean Heller & Stieffel Wealth Management Group (New Orleans, LA): Mark H. Heller, Diana Dalton Stieffel Kuchta Curole Riess Group (New Orleans, LA): Jacque P. Kuchta, Scott M. Curole, Christopher M. Riess Capitol Wealth Management (Jackson, MS): Bill Rush Mosby III, William Rush Mosby, Harmon Bays, Russell Morrison The Gallivan Group (Greenville, SC): W. Clark Gallivan, Thad Dulin The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms. For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/ Notes to Editors About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). https://www.ubs.com © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

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